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SMSF training for individuals

Become a better trustee with our catalogue of webinars covering the most important and timely insights.

 Next webinar

Free Webinar: Is an SMSF right for you

Are you considering your superannuation options? New research shows that self-managed super funds (SMSFs) with $200,000+ are cost comparable when compared to retail and industry funds, plus you are in the driver seat.

Wed, 24 August 2022
12:30 PM - 1:30 PM AEST
Free
Presenter: Graeme Colley

Upcoming webinars

SMSF Audit and Complaince - Everything you need to know

SMSF audits are vital to ensure that the investment is protected and invested wisely. This webinar will provide some of the best practices to ensure that your funds are secure.

Tue, 16 August 2022
2:00 PM - 3:00 PM AEST
Exclusive
Presenter: Philip La Greca
Free Webinar: Is an SMSF right for you

Are you considering your superannuation options? New research shows that self-managed super funds (SMSFs) with $200,000+ are cost comparable when compared to retail and industry funds, plus you are in the driver seat.

Wed, 24 August 2022
12:30 PM - 1:30 PM AEST
Free
Presenter: Graeme Colley
Insights into the Future of SMSFs - What's Next?

The future of SMSFs comes with many changes in both legislation and technology. In this webinar, we'll provide key insights into the future of SMSFs and an overview of what's next in this super-fast growing industry.

Tue, 20 September 2022
2:00 PM - 3:00 PM AEST
Exclusive
Presenter: Anthony Cullen

What trustees say about our webinars

 

 

"Very useful information for SMSF trustees about the trends. The explanation of changing SMSF policies made the complex material easy to understand."

 
S. Paranjpe

 

 

"The recent webinar on death benefits and legislation changes was excellent. The speaker was clearly an expert in his subject matter who can explain confusing issues clearly."

 
C. Barton

 

 

"Presenter's sharp insights and pushing through with a lot of information in a timely manner. It's great to have the recording to refer to afterwards and the opportunity to ask questions."

 
J. Pearson

Recorded webinars

Burning SMSF questions, answered by the experts

This webinar is designed to give you confidence by answering common questions related to the recent legislative changes and what this means for SMSF trustees. We will explore changes to the work test rules, downsizer contributions and more.

Tue, 26 July 2022
2:00 PM - 3:00 PM AEST
Exclusive
Presenter: Anthony Cullen
SMSF and Death Benefits: Your Life. Your Benefits

There is nothing more certain in life than death and taxes. We can now add to that a change of government! But what of the legislation that is already in place? What changes come into effect next? What are some of the proposals still in limbo?

Tue, 14 June 2022
2:00 PM - 3:00 PM AEST
Exclusive
Presenter: Nicholas Ali
7 key checks to make your SMSF audit run smoother

In this webinar, our SMSF expert, Philip La Greca will provide you with insight on what steps you should take to meet your end-of-year audit commitments. He'll also share a checklist to help you reduce the risk of not fulfilling these obligations.

Tue, 17 May 2022
2:00 PM - 3:00 PM AEST
Exclusive
Presenter: Philip La Greca
Failed to meet the minimum pension requirements? What's next?

Pensions are legally required to pay a minimum amount each year; if this is not met, the pension will need to start again from the next financial year. Failure to make contributions also means that the fund's income will be taxed as revenue.

Tue, 12 April 2022
2:00 PM - 3:00 PM AEST
Exclusive
Presenter: Philip La Greca
Total Super Balance: What does it mean and how you should manage it?

Many people don't understand the importance of their "total super balance" (TSB). If you don't know how to optimise your TSB, you could be missing out on valuable concessions, which may have otherwise been available to you.

Tue, 22 March 2022
2:00 PM - 3:00 PM AEST
Exclusive
Presenter: Graeme Colley
What does the new Director ID requirement mean for corporate trustees?

Do you need help understanding how the new Director ID requirement may impact you as a corporate trustee? In this webinar, we'll explore the implications of the new Director ID requirement and provide concrete steps to take in preparation.

Tue, 15 February 2022
3:00 PM - 4:00 PM AEST
Exclusive
Presenter: Nicholas Ali